401(k) · DOL Form 5500 · 2023

Sbc, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 96
Participants Small participant base: 60th
Percentile by assets National rank: $113,459
Avg per participant Below avg balance/head

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Official DOL plan name: Sbc 401(k) Plan and Trust · Sponsored by Sbc, Inc. · Montana · Construction

$11M in assets, 96 participants

Sbc, Inc.'s Sbc 401(k) Plan and Trust reported $11M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 60th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#5,308 in Construction (9,030 peers)

Sbc, Inc. multi-year trail

Sbc, Inc.'s plans moved +39.4% in assets from 2022 to 2024; this filing shows Sbc 401(k) Plan and Trust at $11M / 96 participants.

#5,308
in Construction (9,030 peers): +19.6%
assets growth YoY

Sbc 401(k) Plan and Trust's mid-pack asset rank among Construction and all filers

Sbc 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,892,061 Top 40% higher than 60% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sbc 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sbc 401(k) Plan and Trust is a small filing (96 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Sbc 401(k) Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Sbc 401(k) Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 810540152 · Sbc, Inc. PY 2023 · 401(k)

Sbc 401(k) Plan and Trust · $11M · 96 · 60th

RANK $11M
PHOTO 96
IND 60th
EOY 401(k)
5500 near Trekk Design Group LLC 401(k) Profit Sharing Plan and Trust
ASSETS ind #5308

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Construction retirement plans → · Plans in Montana →

End-of-year total assets ($M) among Sbc 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sbc, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $13M 39.427872619544495% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	96	$9M
2023	1	96	$11M
2024	1	93	$13M

Sbc, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$11M
Net Income	$2M
Employer EIN	810540152
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Montana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sbc 401(k) Plan and Trust vs. nearby 401(k) plans in Montana, assets vs. participants

D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
Logan Health Retirement Savings Plan $437M · 4,232

Compare Sbc 401(k) Plan and Trust side-by-side with 3 peers →

Sbc 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Montana, the nearest 401(k) by assets is Trekk Design Group LLC 401(k) Profit Sharing Plan and Trust in MO ($11M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Trekk Design Group LLC 401(k) Profit Sharing Plan and Trust (MO) $11M · 156
Berman Hopkins Wright & Laham Cpa's and Associates, LLP 401(k) Profit Sharing Plan (FL) $11M · 51
The Genoa Banking Center Incentive Savings Plan (OH) $11M · 100
Cyrq Energy 401(k) Plan (UT) $11M · 117

Similar participant headcount

Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.

Knowledge Link Inc. 401(k) Plan (VA) 96 · 0 off
Fce Benefit Administrators, Inc. 401(k) Plan (CA) 96 · 0 off
Associated Retina Consultants 401(k) Profit Sharing Plan & Trust (AZ) 96 · 0 off
Brooklyn Laboratory Charter Schools 403(b) Plan (NY) 96 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sbc 401(k) Plan and Trust assets move in 2023? ▼

Sbc 401(k) Plan and Trust grew sharply - up 19.6% during 2023, from $9M to $11M. Reported net income was $2M.

How have Sbc, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sbc, Inc.'s sponsor-wide assets grew 39.4%, from $9M to $13M.

Which 401(k) plans are similar in size to Sbc 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Trekk Design Group LLC 401(k) Profit Sharing Plan and Trust in MO ($11M, 156 participants).

Which 401(k) plans cover a similar participant headcount to Sbc 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Knowledge Link Inc. 401(k) Plan in VA (96 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 810540152.